Our Services

Personalized tax preparation, tax planning, and strategic advisory services for individuals, businesses, and nonprofit organizations. We combine in-depth tax knowledge with a broader financial and business perspective to help clients understand their options, strengthen their financial processes, and make informed decisions.

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Our Core Services

Our services span three core areas: individual tax, business tax and advisory, and financial operations and advisory for businesses and nonprofit organizations.

Individual Tax Services

Comprehensive tax compliance and planning for individuals and families with straightforward or complex financial situations.

  • Individual Tax Compliance & Multi-State Filings
  • Year-Round Tax Planning & Projections
  • Investment, Capital Gains & Cost Basis Matters
  • Equity Compensation, ISO & AMT Planning
  • Retirement, Rollovers & Roth Conversion Planning
  • Real Estate, Rental Property & Home Sale Tax Matters
  • Family, Education & Dependent Tax Planning
  • Amended Returns & IRS/State Tax Notices

Business Tax & Advisory Services

Tax compliance, financial process support, and practical advisory services for businesses throughout their lifecycle.

  • Business Tax Compliance & Multi-State Filings
  • Entity Formation, Elections & Tax Structure Guidance
  • Bookkeeping Oversight & Financial Process Improvement
  • Payroll Tax Support & Compliance Coordination
  • Sales Tax Registration, Filing & Compliance
  • Business Retirement Plan Tax Considerations
  • Ownership Changes, Restructuring & Transaction Tax Planning
  • Business Closure & Final Tax Filings

Financial Operations & Advisory

Strategic financial and operational support for businesses and nonprofit organizations, with a focus on stronger reporting, processes, oversight, and decision-making.

  • Budgeting, Forecasting & Cash Flow Planning
  • Financial & Management Reporting
  • Treasury Management & Investment Policy Support
  • Internal Controls & Process Design
  • Bookkeeping Oversight & Month-End Close
  • Benefits Strategy & Executive Plan Design
  • Board Reporting & Financial Oversight
  • Audit Preparation & Compliance Coordination

Nonprofit organizations: Form 990 compliance, board financial reporting, and nonprofit-specific financial oversight support are also available.

Additional Services

In addition to our core services, we assist with specialized tax matters and planning needs that may arise throughout different stages of personal and business life.

Gift, Estate & Inheritance Tax Planning

Tax guidance for gifts, inherited assets, trust and estate income tax matters, and related tax filings.

International Tax

Foreign income, foreign gifts, FBAR, Form 8938, nonresident matters, and related international tax reporting.

Tax Notices & Amended Returns

Support with IRS and state tax notices, amended returns, and related tax follow-up.

Strategic Tax Planning

Proactive individual and business tax planning for major financial decisions, transactions, and long-term tax efficiency.